Rosa Ybarra, a CFP and senior financial planner at Tranquility Financial Planning in McAllen, Texas, said that, yes, there is room, though she recommends that clients have no more than 5% of their ...

You’ve learned why it’s important to avoid investment products once you enter your retirement. If you’re lucky, you can, and maybe you should, begin transitioning your investments to individual ...

Significantly overweighting high dividend yield companies can result in market underperformance. In my view, a balanced approach of dividend income and dividend growth provides the most benefits for ...

Have you ever thought about the possible benefits when holding Realty Income (O) as the largest individual position of your well-diversified dividend portfolio? In today’s article, I will demonstrate ...

BlackRock Inc. BLK is integrating private equity and credit investments into pre-built portfolios to cater to rising demand among individual investors. Jaime Magyera, co-head of BlackRock’s US wealth ...

These days more and more investors are turning to low-cost exchange-traded funds. It begs the question: Is it worth taking the time to build an individual stock portfolio? If you're willing to put in ...

Some investors may subtract from their take-home returns with poorly timed purchases and sales, but I’ve generally observed that investors get a lot more right than they get wrong. They do their ...